NASDAQ: LSTR

Landstar System (LSTR) Stock Analysis & Forecast

Sep 28 close

$165.41+1.64 (+1.0%)

Gekko Brief

AI summary

This week's news centers on Landstar's fleet investment and the aftermath of its second-quarter results. The company purchased 2,000 new dry van trailers, with upgrades including pulsating brake lights and theft-deterrent components, aiming to offset rising maintenance costs tied to its aging fleet. Separately, Landstar's stock fell after the quarter's EPS of $1.44 missed the $1.49 consensus, even as revenue rose 18.2% to $1.432 billion, ahead of analyst expectations. An analyst upgrade to Buy also featured among the week's coverage.

Landstar closed at $165.41, up 1% on the day, with the close sitting between its 50-day average of $180.66 and 200-day average of $174.68. The GekkoIndex reads 67.7, placing the stock in the Accumulation zone. Price sits 9.6% above the Gekko Fair Value of $150.89.

Landstar's next earnings report is scheduled for 27 October 2026, after the close, 28 days out and within a typical 20-trading-day holding window. The prior report showed a reaction of -7.2%, against an average absolute reaction of 3.6% across recent quarters, with 4 beats in the last 8 quarters. Seasonality over the next 20 trading days has averaged 0.8% across 5 years, rising in 3 of them. No insider, Congress, or unusual options activity appears in the current windows, and analyst consensus among 14 firms includes 4 buy, 8 hold, and 2 sell ratings, with a consensus target of $193.88.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Landstar System price vs fair value

$165.41$150.89Sep ’25Mar ’26Sep ’26
Close $165.41200-day averageGekko Fair Value $150.89

Landstar System quick facts

Market cap
$5.61B
P/E ratio
43.4
Forward P/E
22.5
EPS, TTM
$3.81
Revenue, TTM
$5.00B
Profit margin
2.6%
Dividend yield
0.96%
Beta
0.89
Volume
353,624 avg 329,631
1-year return
+36.4%
Typical daily move
±2.4%
Typical 20-day move
±4.2%
50-day average
$180.66
200-day average
$174.68
Next earnings
Oct 27 after close
Shares outstanding
33.94M
52-week range
$120.01$228.46

Landstar System swing-trade checklist

Landstar System scores 2 supportive, 1 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed2 headwinds

  • Trendmixed

    Averages disagree

    Close $165.41 sits between the 50-day ($180.66) and 200-day ($174.68) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    67.7, Accumulation

    Reading 67.7 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valueheadwind

    9.6% above

    Price is 9.6% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 28 days

    Reports on Oct 27, 2026, 28 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +0.8% on average

    From this point in the calendar, the next 20 trading days averaged +0.8% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Landstar System stock chart and price history

Landstar System closed at $165.41 on Sep 28, 2026, +36.4% over the past year, inside a 52-week range of $120.01 to $228.46.

Close50-day average200-day averageVolume
Landstar System share price, past year, with 50-day and 200-day moving averages and volume$120$140$180$200$220NovDecJan 2026FebMarAprMayJunJulAugSep165.41

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−9.0%
3 months
−20.8%
6 months
+5.7%
1 year
+36.4%
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About Landstar System

Landstar System arranges the movement of freight across North America and beyond, matching shippers with transportation capacity rather than owning most of the trucks and equipment itself. It covers a wide span of freight needs, from standard full truckload and less-than-truckload hauling to intermodal rail, air and ocean cargo, expedited time-sensitive delivery, heavy-haul project shipments, and cross-border moves between the U.S., Canada, and Mexico. It also handles customs brokerage and supports other logistics companies, including third-party providers and small parcel carriers, drawing on a mix of dry vans, flatbeds, temperature-controlled units, and containers along with rail and air-and-ocean partnerships.

The company operates through two divisions, one centered on transportation logistics and the other on insurance, with the latter reinsuring risks tied to the independent contractors who provide much of its hauling capacity. Its services reach industries such as automotive, consumer goods, building materials, metals, chemicals, food, heavy machinery, retail, electronics, and military equipment. Landstar reaches customers largely through independent, commission-based sales agents paired with a network of third-party capacity providers rather than a traditional employee sales force.

Landstar System was founded in 1968 and is headquartered in Jacksonville, Florida. Its shares are listed on the NASDAQ under the ticker LSTR.

Listed
NASDAQ
Sector
Transportation
Industry
Trucking
Website
landstar.com

Landstar System GekkoIndex: the smart money zone

Landstar System’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 67.7, in the Accumulation zone, up 1.3 points over five sessions.

010067.7Accumulation

Up 1.3 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying27+1.6%+1.8%+1.5%−0.7%
Accumulation (current zone)274+0.4%+0.7%−0.3%+0.2%
Neutral327−0.6%−0.8%−0.4%+0.6%
Distribution40+0.4%−0.4%+2.5%+0.6%
Selling4Too few readings yet

Average LSTR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the LSTR price, zone by zone.Track LSTR in Gekko

Is Landstar System stock overvalued? Gekko Fair Value

Landstar System trades 9.6% above Gekko Fair Value of $150.89, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Landstar System shares are worth, recalculated every trading day.

$150.89

Gekko Fair Value, Sep 26, 2026

9.6% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open LSTR in Gekko

Landstar System insider and Congress trading

No open-market insider purchases were filed for Landstar System, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for LSTR in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every LSTR insider filing, plotted on the chart in Gekko.Open LSTR in Gekko

Congress trades last 90 days

No trades in LSTR were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for LSTR, plotted on the chart in Gekko.Open LSTR in Gekko

Buybacks

Landstar System has been buying back its own shares.

Bought back, quarter ended Jun 27, 2026
$1.76M
As a share of market cap
0.03%
Trailing four quarters
$101.7M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

0of the funds Gekko tracks hold LSTR.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Landstar System earnings: next date and track record

Landstar System reports on Oct 27, 2026, after the close (28 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±3.6%average move across the report
1 of 8reports followed by a gain

Share-price move across each report

−2.5%Oct ’24−5.1%Jan ’25−0.9%May ’25−5.6%Jul ’25−3.9%Oct ’25−1.1%Jan ’26+2.5%Apr ’26−7.2%Jul ’26

Last earnings call, Jul 28, 2026 AI summary

What they said
Landstar reported strong 2026 second quarter operational and pricing performance with revenue up 18% year-over-year and truck revenue per load up 17%. Revenue per mile for BCO-hauled loads rose ~10–11% YoY and sequential month-to-month pricing showed positive momentum throughout the quarter. Net BCO truck count improved (best quarterly improvement since Q1 2022) and BCO utilization increased materially (up 12% YoY, 8% sequential). Management highlighted continued strength in heavy haul and data center-related demand and emphasized investments in carrier vetting, safety, technology, and AI tools for agents. The quarter included $10.5 million of net unfavorable adjustments to prior-year claims estimates tied to five specific claims (three involving truck brokerage). Management renewed insurance effective June 1 with modest increases on broker liability and a flat result on auto liability. Given the highly volatile litigation/claims environment (post-Montgomery), management declined to provide formal Q3 guidance and will instead provide commentary. They also announced leadership additions (Bill Clement as CCO; Jim Applegate in a new strategy/transformation role) and reiterated the strength of the variable-cost BCO model and consistent free cash flow generation.
Guidance
Management will provide third-quarter financial and operational commentary rather than formal guidance. They referenced historical Q2-to-Q3 seasonality (pre-pandemic: ~+1.5% truck revenue per load; ~-1.5% loads hauled) but gave no formal numeric guidance.
Risks flagged
Elevated litigation and claims environment (notably post-Montgomery court decisions) leading to increased claims severity and uncertainty; potential increases in insurance costs, deductibles or changes in coverage; cargo fraud and supply-chain fraud risks; evolving regulatory environment (potential FMCSA actions); macroeconomic and geopolitical volatility affecting freight demand.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 28, 2026$1.44
est $1.42
+1.4%$1.43B
est $1.34B
+6.9%−7.2%
Apr 28, 2026$1.16
est $1.12
+3.6%$1.17B
est $1.16B
+1.2%+2.5%
Jan 28, 2026$0.75
est $1.09
−31.2%$1.17B
est $1.19B
−1.3%−1.1%
Oct 28, 2025$1.22
est $1.23
−0.8%$1.21B
est $1.20B
+0.1%−3.9%
Jul 29, 2025$1.20
est $1.17
+2.6%$1.21B
est $1.24B
−2.4%−5.6%
May 13, 2025$0.95
est $0.94
+1.1%$1.15B
est $1.14B
+1.3%−0.9%
Jan 29, 2025$1.31
est $1.34
−2.2%$1.21B
est $1.20B
+0.9%−5.1%
Oct 29, 2024$1.41
est $1.45
−2.8%$1.21B
est $1.22B
−0.8%−2.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Landstar System stock forecast and analyst price targets

Analysts’ average 12-month price target for Landstar System is $193.88, +17.2% from the last close, from 14 firms rating the stock in the last 90 days.

$193.88consensus 12-month target, +17.2% from the last close
Low $145High $240
Buy4
Hold8
Sell2

Each firm’s latest rating in the last 90 days: 14 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 14Wells FargoBuy, maintained$240+45.1%
Aug 4Wolfe ResearchBuy, upgraded$214+29.4%
Aug 3Morgan StanleySell, reiterated$145−12.3%
Jul 29UBSHold, maintained$195+17.9%
Jul 29Truist FinancialHold, maintained$185+11.8%
−0.3%average 20-day move after past Accumulation readings
+0.8%average move over the next 20 trading days in the last 5 years
±2.4%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Landstar System seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Landstar System averaged +0.8% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+6.9%2021+2.5%2022−8.1%2023−3.8%2024+6.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.6%2 of 5
Next 10 trading days+0.2%3 of 5
Next 15 trading days+2.8%4 of 5
Next 20 trading days+0.8%3 of 5
Next 30 trading days+5.6%4 of 5

For scale, LSTR’s typical 20-trading-day move in either direction is about 4.2%.

Landstar System market cap and key statistics

Landstar System’s market cap is $5.61B, with a P/E ratio of 43.4 and revenue of $5.00B over the last twelve months.

Valuation

Market cap
$5.61B
P/E ratio
43.4
Forward P/E
22.5
EPS, TTM
$3.81
Gekko Fair Value
$150.89

Trading

Volume
353,624
Avg volume, 20 days
329,631
52-week high
$228.46
52-week low
$120.01
Shares outstanding
33.94M

Financials

Revenue, TTM
$5.00B
Profit margin
2.6%
Return on equity
15%
Quarterly earnings growth, YoY
+20.1%

Risk and income

Beta
0.89
Typical daily move
±2.4%
Typical 20-day move
±4.2%
Dividend yield
0.96%

Landstar System stock news this week

Coverage of Landstar System this week reads positive: 3 positive, 0 neutral and 1 negative headlines.

News sentiment positive

Landstar System peers

Landstar System’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
ODFLOld Dominion Freight Line+2.1%Accumulation2.4% above
JBHTJ.B. Hunt Transport Services+0.6%Buying5.1% below
XPOXPO+2.2%Accumulation4.5% below
KNXKnight-Swift Transportation+0.6%Accumulation2.2% above
TFIITFI International+1.1%Buying18.0% below
SAIASaia+1.9%Accumulation8.1% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Landstar System stock FAQ

What is Landstar System’s market cap?

Landstar System’s market cap is $5.61B at the Sep 28, 2026 close of $165.41, with 33.94M shares outstanding. The shares trade on a P/E ratio of 43.4.

What is the Landstar System stock forecast?

The consensus analyst 12-month price target for Landstar System is $193.88, +17.2% from the last close. Of the 14 firms that rated the stock in the last 90 days, 4 rate it a buy, 8 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.

Is Landstar System stock overvalued or undervalued?

On Gekko’s estimate Landstar System is overvalued: the Sep 28, 2026 close of $165.41 is 9.6% above Gekko Fair Value of $150.89. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Landstar System report earnings next?

Landstar System is expected to report on Oct 27, 2026, after the market closes (28 days away). Analysts expect earnings of $1.65 per share on revenue of $1.48B. Landstar System beat the earnings estimate in 4 of its last 8 reports, moving 3.6% on average across the report.

What is Landstar System’s 52-week high and low?

Landstar System’s 52-week high is $228.46 and its 52-week low is $120.01; it closed at $165.41 on Sep 28, 2026, +36.4% over the past year.

Is Landstar System stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and seasonality), 1 as mixed (trend) and 2 as headwinds (fair value and earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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